Overview
Torii integrates with Coupa and analyzes SaaS expenses:
Default synced transaction types | Fields used for expense matching |
---|---|
Invoices |
Supplier Name |
Description |
|
Category |
|
Subcategory |
- Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
- Torii syncs transaction data up to one year prior to first connection date.
- You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
Accounts & Permissions
- To connect this integration, we require the following:
- Client ID
- Client Secret
- Site URL
How to Generate the Required Values
Find Your Coupa Hostname:
- Navigate to the home page in your Coupa account.
- Copy the whole site URL.
For example, fromhttps://companyname.coupahost.com
Generate OAuth Credentials in Coupa:
- Go to the Setup page within Coupa.
- Under the Integrations section, select OAuth2/OpenID Connect Clients.
- Click the Create button to start a new client configuration.
-
On the same page:
-
In the Grant Type dropdown, select client_credentials.
-
Fill in the remaining required details (e.g., name, description).
-
Scroll down and add the following permissions: core.invoice.read. , core.user.read
4. Click Save.
-
After Saving:
- Client ID: Found under Identifier in General Info
-
Client Secret: Found under Secret in Security Info
How to Connect the Integration
-
Go to the Integrations page in Torii.
-
Select the Coupa tile.
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Click Connect.
-
Enter the required credentials:
- Client ID
- Client Secret
- Site URL
-
Click Connect to finalize the integration.
-
Once the integration is connected and synced, a green checkbox will appear next to the integration.
For any further questions, please contact Torii Support.